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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3590259 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $3,067 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 · EIN 92-2766361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $326 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,800 | $50,919-47.4% | $155,556-82.8% | $77,762-65.5% |
| Participation rate | 71.6% | 63.1%+8.5pp | 78.2%-6.6pp | 70.6%+1.0pp |
| Annual return | 9.05% | 34.84%-25.8pp | 64.84%-55.8pp | 31.27%-22.2pp |
| Employer contribution / active EE | $816 | $1,991-59.0% | $4,675-82.6% | $2,728-70.1% |
| Participant deferral / active EE | $1,218 | $2,824-56.9% | $5,631-78.4% | $4,651-73.8% |
| Admin fee / account holder | $25 | $437-94.2% | $15,885-99.8% | $433-94.2% |